Manage Employee Delegates#

Employee.ManageDelegates

Overview#

This operation is used to manage the list of delegates of an Employee that can perform operations within a given scope when the principal Employee is not available.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

• Employee exists and is Active.
• Current user Employee must match the Employee for which the delegation information will be updated.

Sequence of Steps#

1. Select an appropriate Employee, navigate to the Delegates section and press the Manage button.

2. For each of the available states in the approval workflow, add as many subscribers as desired (press in the top right of the grid to add, and to remove), providing for each item the following information:

   • Employee that will act as delegate.
   • Date from which the delegate period is valid.
   • Date until which the delegate period is valid (if left empty, validation period has no end date).

   Note

   The value for Scope is currently fixed and set for ChangeSetApproval.

3. Select Update to complete the operation.